1. January 22 – Introduction and Overview
Review Syllabus
Skills inventory
Overview of Securities Analysis
Capital Market Theory
Economics of Business/Competitive Advantage
Valuation
Rational Decision Making
Homework:
Essay: Describe the perfect business
Mechanics: Income Statement, Balance Sheet, Quarterly Forecast, ROIC
Company: Cisco System (CSCO)
Group assignment: industry groups
Handout investment card
2. January 29 - Capital Markets as CAS
Review Presentation Skills
Guest Lecturer:
Paul Sonkin, Quest Advisors
Research Techniques and Search Strategies
Homework: prepare 3 minute presentation and one-page essay
3. February 5 - Introduction to Presentation Skills
3-minute drill plus 1 page essay (any topic)
1-minute drill (impromptu)
Homework:
Essay on Growth versus Value
4. February 12 - Introduction to Short-Selling and Forensic Analysis
Shenanigans
CAP Theory
Homework Due:
Mechanics assignment
Growth vs. Value
5. February 19 - 3-minute Drill
Long recommendation of any choice
6. March 5 - Gorilla-Game Lecture
7. February 26 - 3-minute Drill
Short recommendation of any choice
8. March 12 - Technical Analysis and Rational Decision Making
9. March 19 and 26 - Holiday
10. April 2 - Industry Overview
Hand-in slides (8 groups)
11. April 9 - Industry Overview II
Hand-in slides (7 groups)
12. April 16 - Final 3-minute Drill
Long or short recommendation - any stock
Alumni Day